Swp Financial LLC Ishares Tr Core Aggressive All Transaction History
Swp Financial LLC
- $166 Billion
- Q4 2024
A detailed history of Swp Financial LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Swp Financial LLC holds 4,942 shares of AOA stock, worth $389,874. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,942
Previous 5,077
2.66%
Holding current value
$389,874
Previous $401 Million
5.5%
% of portfolio
0.23%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding AOA
# of Institutions
369Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.6 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.6 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.2 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.5 Million0.06% of portfolio